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Actis Infrastructure 2 October 2008
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Actis, a leading investor in the emerging markets

• 60-year history as a dedicated emerging markets
  investor
• 120 investment professionals in 13 offices
• 6 billion FUM and 110 LPs
• Global firm, sharing resources and knowledge
  across markets
• Three asset classes
• Private Equity
• Infrastructure
• Real Estate
• The Actis platform provides
• Deal opportunities
• Rigorous investment processes
• Global emerging market insights
• Local relationships

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Actis Infrastructure 1 2002-2007 858 MUSD
invested and 1,700 MUSD realised 24 IRR and 2
TMB
Kabirwala
Sidi Krir
NEPC
San Pedro
PQP
Meghnaghat
CEPP
Haripur
Kondapalli
Jamaica Private Power
Nejapa
Azito
Tsavo
Fortuna
Umeme
ACE
Songas
Pedregal
Edegel
Kallpa
COBEE
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Balance between acquisitions and green-field
depending on cycleAI1 was 80/20 and AI2 target
50/50, might shift on current market

• Impact of current credit squeeze
• We might shift to acquisitions earlier
• however, demand still for new assets and
• a value inertia for private equity

Impact of the
Spreads of individual bonds based on closest
comparable benchmark. Bonds denominated in US.
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